Gretchen Mary Betts

Last updated
1 week ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Magenta Financial Planning Limited

    FRN 745621

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 6 Feb 2026)
    • [FCA CF] Client dealing (since 1 Sep 2021)
    • [FCA CF] Manager of certification employee (since 22 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • [FCA CF] Significant management (9 Dec 2020 to 1 Sep 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 9 Dec 2024)
    • Responsible for Insurance Mediation (1 Sep 2016 to 30 Sep 2018)
    • CF1 Director (1 Sep 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Sep 2016 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Sep 2016 to 8 Dec 2019)
    • CF30 Customer (1 Sep 2016 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (27 Nov 2013 to 10 Jul 2015)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.